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RIA / WealthAdvisorCertified Financial Planner13 years in industry

JOBY BRAE RAYMOND

Advisor at TEAM FINANCIAL STRATEGIES

ABILENE, TX

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Search this name across graphsid dfx:ria:185e1f7d-4c8b-0ad0-9223-5945f17c252b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 10, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TEAM FINANCIAL STRATEGIES
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 10, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
First registration: Jan 10, 2013
Dual registered: no
Other names: JOBY RAYMOND|JOBY B RAYMOND
IAPD individual key: 6130736

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TEAM FINANCIAL STRATEGIES	Independent wealth	Jun 7, 2025	n/a	yes	ABILENE, TX	Current employment
BOX FINANCIAL ADVISORS, LLC	Independent wealth	Oct 6, 2023	Feb 9, 2026	no	GRAPEVINE, TX	Previous registration
VERACITY CAPITAL LLC	Independent wealth	May 28, 2020	Jan 18, 2021	no	ATLANTA, GA	Previous registration
BLUE HORSE FINANCIAL	n/a	Sep 1, 2015	Feb 10, 2017	no	Flower Mound, TX\|ABILENE, TX	Previous registration
SYNAPTYK FINANCIAL, LLC	n/a	Jan 10, 2013	Dec 31, 2014	no	PLANO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BOX FINANCIAL ADVISORS, LLC	TEAM FINANCIAL STRATEGIES	Feb 9, 2026	Jun 7, 2025	-247	Firm change after gap	RIA to RIA
VERACITY CAPITAL LLC	BOX FINANCIAL ADVISORS, LLC	Jan 18, 2021	Oct 6, 2023	991	Firm change after gap	RIA to RIA
BLUE HORSE FINANCIAL	VERACITY CAPITAL LLC	Feb 10, 2017	May 28, 2020	1,203	Firm change after gap	Other
SYNAPTYK FINANCIAL, LLC	BLUE HORSE FINANCIAL	Dec 31, 2014	Sep 1, 2015	244	Firm change	Other

Relationships

Registered with (5)

→ TEAM FINANCIAL STRATEGIESRegistered adviserregistration: current employment
Jun 7, 2025 to presentfactForm ADV
→ BOX FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 6, 2023 to Feb 9, 2026factForm ADV
→ VERACITY CAPITAL LLCRegistered adviserregistration: previous registration
May 28, 2020 to Jan 18, 2021factForm ADV
→ BLUE HORSE FINANCIALRegistered adviserregistration: previous registration
Sep 1, 2015 to Feb 10, 2017factForm ADV
→ SYNAPTYK FINANCIAL, LLCRegistered adviserregistration: previous registration
Jan 10, 2013 to Dec 31, 2014factForm ADV

Dated events

Occurred
Feb 9, 2026
Advisor changed firm
Joby Brae Raymond left Box Financial Advisors, Llc for Team Financial Strategies (registered 2025-06-07)
Form ADVobserved 5 days ago